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PresentationHugh MacNaughtCEO, President & Director Good afternoon, and thank you for joining today's shareholder update call. My name is Hugh MacNaught, and I'm the President and CEO of the company. Before we begin, I'd like to remind our listeners to today's call may include forward-looking statements. looking statements are based on current expectations, estimates and projections that are subject to risks, uncertainties and assumptions. Actual results may differ materially from those expressed or implie ...

Arrow Electronics (ARW) came out with quarterly earnings of $2.41 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.70%. A quarter ago, it was expected that this electronics maker would post earnings of $2.03 per share when it actually produced earnings of $2.43, delivering a surprise of +19.7%.Over the last four quarters, t ...

Arrow Electronics (NYSE:ARW) Q3 2025 Earnings Call October 30, 2025 04:30 PM ET Speaker2Good day and welcome to the Arrow Electronics third quarter 2025 earnings call. Today's conference is being recorded. At this time, I'll turn the conference over to Michael Nelson, Arrow's Head of Investor Relations. Please go ahead.Speaker3Thank you, Operator. I'd like to welcome everyone to the Arrow Electronics third quarter 2025 earnings conference call. Joining me on the call today is our Interim President and Chief ...

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Safe harbor This presentation includes "forward-looking statements," as the term is defined under the federal securities laws. Forward-looking statements are those statements which are not statements of historical or current fact. These forward-looking statements can be identified by forward-looking words such as "expects," "anticipates," "intends," "plans," "may," "will," "would," "could," "believes," "seeks," "projected," "potential," "estimates," and similar expressions. Such forward-looking statements i ...

ARROW ELECTRONICS, INC. 9151 EAST PANORAMA CIRCLE CENTENNIAL, CO 80112 303-824-4000 NEWS Exhibit 99.1 Arrow Electronics Reports Third-Quarter 2025 Results --Total Revenue Increased 13% Year over Year-- --Third-Quarter Earnings Per Share of $2.09 and Non-GAAP Earnings Per Share of $2.41, Both Above High End of Guidance-- CENTENNIAL, Colo.--(BUSINESS WIRE)- October 30, 2025--Arrow Electronics, Inc. (NYSE:ARW) today announced financial results for its third quarter of 2025. "The third quarter marked another pe ...

SINGAPORE - Media OutReach Newswire - 29 October 2025 - Arrow Electronics and EMASS - a global provider of technology solutions, and an edge-AI-focused-semiconductor developer, respectively - have announced a collaboration to accelerate the deployment of ultra-low-power edge AI solutions across wearables, industrial IoT and smart sensing devices, using EMASS's ECS-DoT System on Chip (SoC). By leveraging Arrow's global engineering expertise, product design capabilities, comprehensive supply chain services a ...

报告行业投资评级 - 投资评级：领先大市（维持）[3] 报告核心观点 - 核心观点：人工智能正推动半导体行业进入超级周期，从上游设备材料到设计、制造、封装测试的全产业链均受益 [1][3] - Anthropic与谷歌达成云服务合作，将采用多云架构并获多达一百万个谷歌定制TPU芯片，预计在2026年带来超过1 GW AI算力，谷歌已向Anthropic投资约30亿美元 [3] - 存储芯片需求激增，三星电子、SK海力士等计划在第四季度上调DRAM价格15%-30%，NAND闪存价格上调5%-10%，美国芯片公司及数据中心运营商开始探索与韩国内存制造商签订2至3年中长期协议以确保供应链稳定 [3] - AI训练集群的能耗与带宽需求增长，推动数据中心进入“GW级扩容”时代，拉动机柜内部电连接、线缆与系统方案需求 [3] - 预测到2035年全社会算力总量将实现高达10万倍的增长，通用人工智能将成为未来十年最具变革性的技术驱动力 [3] 行情回顾 - 电子行业周涨幅为8.49%，在申万一级行业中排名第二，仅次于通信板块（上涨11.55%）[6] - 电子板块细分领域全线上涨，印制电路板板块涨幅最大，达14.05%，其次是数字芯片设计板块（上涨10.51%）和消费电子零部件及组装板块（上涨9.86%），面板板块涨幅最小为2.30% [8] - 费城半导体指数当周呈现上涨走势，从10月20日的6,885.03点上涨至10月24日的6,976.94点，仍处于2025年4月以来的上涨通道 [11] - 全球半导体龙头股涨多跌少，SK海力士周涨幅最大为9.56%，意法半导体跌幅最大为15.01% [15][16] 行业高频数据跟踪 面板价格 - TV面板：四季度整机厂商需求理性收敛，头部厂商启动控产机制以稳定供需，预计9月-10月32英寸、50英寸、55英寸及大尺寸面板均价保持稳定 [17][18] - Monitor面板：10月Monitor Open cell及LCM面板主流规格价格预计持平，中高端面板少数规格或出现微调 [18] - Notebook面板：需求转弱与终端品牌盈利压力共振，笔记本电脑面板市场价格下行压力凸显，10月16:9和16:10主流规格IPS FHD&FHD+产品价格小幅下跌0.2美元 [19][20] 存储器价格 - 当周各类DRAM颗粒现货价格均呈现上涨趋势 [21] - DDR5(16Gb(2Gx8),4800/5600Mbps)价格从10月20日的10.457美元上涨至10月24日的12.615美元 [21] - DDR4(16Gb(1Gx16),3200Mbps)价格从10月20日的24.333美元上涨至10月24日的24.721美元 [21] - DDR4(16Gb(2Gx8),3200Mbps)价格从10月20日的18.300美元上涨至10月24日的20.550美元 [21] - DDR4(8Gb(1Gx8),3200Mbps)价格从10月20日的7.924美元上涨至10月24日的8.480美元 [21] - DDR4(8Gb(512Mx16),3200Mbps)价格从10月20日的8.350美元上涨至10月24日的8.425美元 [21] - DDR3(4Gb(512Mx8),1600MHz)价格从10月20日的2.763美元上涨至10月24日的3.038美元 [21] 重点公司业绩与动态 - 安费诺2025财年第三财季营业收入为61.94亿美元，同比增加53.35%；净利润为12.46亿美元，同比增加106.29%；经营利润率27.5%再创新高；其通信解决方案部门（生产高速电缆与天线）销售额为33.1亿美元，同比增长96% [3] - 生益电子2025年前三季度实现营业收入66.14亿元到70.34亿元，同比增加108%到121%；实现归属于母公司所有者的净利润10.74亿元到11.54亿元，同比增加476%到519% [3] 投资建议 - 持续看好人工智能推动的半导体超级周期，建议关注半导体全产业链 [3] - 半导体产业链重点标的包括：中芯国际、华虹公司、寒武纪-U、海光信息、芯原股份、盛科通信-U、翱捷科技-U、云天励飞-U等 [3] - 随着下游需求回暖及上游材料价格上行，建议持续关注AI PCB产业链标的：胜宏科技、沪电股份、生益电子、生益科技、鹏鼎控股、景旺电子、广合科技等 [3] - 持续看好存储全产业链，重点标的包括兆易创新、德明利、江波龙、佰维存储、普冉股份、聚辰股份等 [3]

公司财务业绩与展望 - 公司将于2025年10月30日美东时间下午4:30举行电话会议，讨论2025年第三季度财务业绩 [1] - 2025年第二季度，公司合并及部门收入以及每股收益均超过指引区间 [5] - 2025年第一季度，公司合并及部门收入以及每股收益同样超过指引区间 [7] 公司业务与运营 - 公司为数千家领先制造商和服务提供商采购并设计技术解决方案，2024年全球销售额为280亿美元 [2] - 公司业务组合支持主要行业和市场的技术发展 [2] - 公司总部位于科罗拉多州森特尼尔，首席执行官为Sean Kerins，拥有21,500名员工 [3][8] 行业分类 - 公司所属行业类别包括技术、硬件、半导体和消费电子 [4]